Adage Capital Partners
AFG icon

Adage Capital Partners’s American Financial Group AFG Stock Holding History

Adage Capital Partners’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.92M Sell
15,000
-305,694
-95% -$39.7M ﹤0.01% 840
2025
Q4 		$43.8M Buy
+320,694
New +$44M 0.07% 283
2013
Q3 		– Sell
-19,525
Closed -$955K – 678
2013
Q2 		$955K Buy
+19,525
New +$942K ﹤0.01% 660

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Adage Capital Partners's AFG Position: Q1 2026 in Review

Adage Capital Partners reduced its American Financial Group (AFG) stake by 95% in Q1 2026, selling an estimated $39.7M and leaving 15,000 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Adage Capital Partners first reported a position in AFG in Q2 2013 and has held it in 3 quarters since. The position peaked at $43.8M in Q4 2025. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Adage Capital Partners held 15,000 shares of American Financial Group worth $1.92M as of Q1 2026.
  • Adage Capital Partners sold 305,694 American Financial Group shares in Q1 2026, an estimated $39.7M.
  • American Financial Group made up ﹤0.01% of Adage Capital Partners's portfolio in Q1 2026, its #840 holding.
  • Adage Capital Partners first reported a position in American Financial Group in Q2 2013 and has held it in 3 quarters since.
  • Adage Capital Partners's American Financial Group position peaked at $43.8M in Q4 2025.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.